BridgeBytes

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, explains how best to have the conversation about designating a TCP in a remote world where cues from clients are not always as evident. (Published: December 2021)

While not explicitly designed to be tax efficient, GQG Partners funds value keeping tax costs low due to the impact they can have on returns. Rajiv Jain explains how they accomplish this. (Published November 2021)

Rajiv Jain explains how he balances mid-term company outlooks with short-term selling. (Published November 2021).

Taking a pragmatic view, Rajiv Jain explains how he has always planned for inflation and a rate-changing environment. (Published November 2021).

Rajiv Jain explains how he instills an investment philosophy at GQG Partners that encourages opposing views and unique insights. (Published November 2021).

After having largely exited positions in China back in 2020, Rajiv Jain and his team are now slowly and cautiously rebuilding some holdings in the country. Rajiv discusses some of the companies GQG Partners has been looking at as well as his thoughts on China as a whole. (Published November 2021).

The shift to the metaverse by big tech opens unique opportunities on the supply side. Rajiv Jain explains that with more demanding technology comes a higher demand for the semi-conductors that run it. (Published November 2021).

Rajiv Jain explains why he has been growing his energy exposure while other funds have been divesting from the sector. (Published November 2021).

Embraer is one of the largest holdings in the Brandes Global Small Cap portfolio and recent price movement around the Covid downturn and recovery has proven to be beneficial for the Fund. Mark Costa explains what drives the price of this unique and well-positioned Brazilian aerospace company. (Published November 2021).

Mark Costa explains what the Brandes Small Cap Investment Committee looks for when evaluating small-cap companies from around the world. Their approach goes beyond just looking at companies from a value perspective, delving deep into the fundamentals and the bigger picture. (Published November 2021).